What Alivo does

Alivo is a vertical SaaS company that builds AI-powered voice and chat agents for roofing contractors. Its core product is a bundle of purpose-built conversational agents — Lilly (phone answering), Evan (web lead capture), Alex (estimate qualification), and Jenna (reviews and follow-up) — with optional custom agents such as Ace developed for partner coaching firms. The platform is trained on roofing-specific terminology, insurance-claim workflows, and storm-damage lead handling, and integrates with 600+ third-party tools used by contractors for CRM, scheduling, and marketing.

The company was founded in 2023 and is headquartered in South Portland, Maine, with a team of 1-10 employees led by co-founders Max Meade (CEO) and Hailey Lister (CPO). Alivo closed a $1.11 million funding round led by C2 Ventures in January 2025 and has assembled a multi-channel go-to-market stack that includes formal partnerships with U.S. roofing trade associations (RCAT, WSRCA, MRCA, CCN), marketing and coaching resellers (A-Squared, DOPE, Top Rep, STG), and a financing partner (Improvifi) embedded into agent conversations.

Pricing is structured as a monthly subscription: $999/month on annual terms ($1,299/month month-to-month) for the full Agent Team bundle, with add-on agents and services available at $499/month annually ($649/month month-to-month). The customer base is described as hundreds of roofing contractors, primarily SMBs, with a published deployment case study at Roofing & More (May 2025).

Name

Alivo

Legal name

Alivo, Inc.

Website

https://alivo.ai

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

Alivo builds AI-powered voice and chat agents — including phone answering, web lead capture, and estimate qualification — purpose-built for U.S. roofing contractors. The vertical SaaS serves hundreds of small and mid-sized roofing businesses via a multi-channel association and reseller distribution model.

Ownership category

akta.pro rank

Product category

AI-Powered Roofing Communication Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF)

akta.pro secondary industries

Contact Center Speech AI (agent assist, IVR automation) (HDAAAFAL), AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI), Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC)

Keywords

• AI voice agents
• Roofing CRM software
• Contractor lead automation
• Customer communication platform
• SaaS for roofers

Headquarters

HQ city

South Portland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription - Agent Team: Core platform subscription including Lilly (phone agent) and Evan (web lead agent) with omni-channel SMS/email/voice. Sold on monthly or annual billing with minimum 3-month commitment. Annual billing offers 30% discount.
2. SaaS Subscription - Team Additions: Add-on subscription for Alex (estimate agent) and Jenna (reviews agent) with advanced agent handoffs and automated follow-up sequences.
3. Onboarding Fee: One-time onboarding fee mentioned in terms of service in addition to subscription payments.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Alivo sells a SaaS platform of AI-powered communication agents built exclusively for roofing and home service contractors. The four core agents — Lilly (24/7 AI phone agent), Evan (web lead agent responding in under 60 seconds), Alex (estimate follow-up agent), and Jenna (reviews agent) — handle inbound calls, web leads, estimate follow-up, and review collection, syncing all activity to contractor CRMs such as JobNimbus and AccuLynx. The offering is sold as tiered monthly or annual subscriptions with white-glove onboarding and a minimum 3-month commitment.

Product overview

Alivo is an AI-powered business communication platform built as a unified product for roofing and home service contractors. The core offering consists of four specialized AI agents - Lilly (phone agent), Evan (web lead agent), Alex (estimate agent), and Jenna (reviews agent) - supported by a platform of integrated features including omni-channel outreach, AI-powered scheduling, VoIP, reporting, and CRM integrations. The Agent Team Plan ($999/month) includes Lilly and Evan as the base; Team Additions ($499/month) adds Alex and Jenna. The platform integrates with 600+ tools including JobNimbus, AccuLynx, ServiceTitan, HubSpot, and lead sources like Angi, Google, and Facebook.

Differentiator

Problem solved

Functional benefit

Products and services

• Lilly — Phone Agent AI phone agent that answers every inbound call 24/7 for roofing contractors, qualifies leads (including storm damage claims), books inspections directly into the calendar, and syncs all interactions to CRM systems such as JobNimbus and AccuLynx.
• Evan — Web Lead Agent AI agent that responds to web forms, texts, and emails in under 60 seconds across SMS, email, and web channels, qualifying leads and scheduling appointments from digital lead sources in real time.
• Alex — Estimate Agent AI agent that follows up on unsigned estimates with perfectly-timed automated texts and calls, running follow-up sequences to turn undecided prospects into signed contracts.
• Jenna — Reviews Agent AI agent that automatically requests 5-star Google reviews and referrals from customers after completed roofing jobs while the experience is still fresh.
• Ace — Top Rep Custom AI Agent Custom-built Alivo AI agent configured to mirror Top Rep's proven sales strategies, objection handling, and quoting techniques, available exclusively to Top Rep members.
• Agent Team Plan Core subscription product at $999/month billed annually or $1,299/month billed monthly, including Lilly (AI phone agent), Evan (web lead agent), omni-channel SMS/email/voice, CRM integrations with 600+ tools, custom AI training, white-glove onboarding, and dedicated support.
• Team Additions Add-on subscription at $499/month billed annually or $649/month billed monthly that adds Alex (estimate follow-up agent) and Jenna (reviews and referral agent), along with advanced agent handoffs and automatic follow-up sequences.

Quantifiable outcome

• 4× more leads converted when responding within 5 minutes vs. competitors calling back hours later
• +4 more outcomes

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration20 records

AI capability7 records

Feature10 records

Partnerships

15 partnerships are on record, tiered core and minor.

• ImprovificoreStrategic or Co-development PartnerAlivo partners with Improvifi to help contractors close more deals by combining financing options with AI-driven follow-up, qualification, and appointment booking. Improvifi makes projects affordable; Alivo converts opportunities. AI agents follow up with approved prospects and turn approvals into real appointments.
• Roofing & Solar Reform Alliance (RSRA)coreOthersAlivo partners with RSRA to help contractors level up operations, leadership, and systems. RSRA coaching and community frameworks transform roofing businesses from reactive to world-class. Alivo executes communication standards 24/7.
• SMA SupportminorImplementation/ SI/ Consulting PartnerAlivo recommends SMA Support as a trusted operations and BPO partner so contractors can manage AI agents and day-to-day business on autopilot. SMA handles AI agent oversight, messaging, and workflow monitoring.
• Ready Diroll ConsultingminorImplementation/ SI/ Consulting PartnerAlivo recommends Ready Diroll Consulting as a strategic operations and process partner for roofing and home improvement companies. Combines operational rigor with AI agents for smoother operations and higher conversion.
• Sales Transformation Group (STG)coreStrategic or Co-development PartnerAlivo recommends STG as an elite sales coaching and transformation partner for contractors. STG has helped over 500 businesses optimize sales teams. Alivo configured to mirror STG's scripts and frameworks, reinforcing their training.
• DirectoriicoreTechnology or IntegrationAlivo recommends Directorii as a trusted lead-generation and vetting platform connecting contractors with pre-screened, background-checked homeowners backed by up to $250,000 in guarantee coverage. Alivo ensures rapid follow-up and booked appointments on Directorii leads.
• A-Squared MarketingcoreGTM or Marketing PartnerAlivo recommends A-Squared Marketing as a strategic marketing partner built for contractors with tailored campaigns generating leads and building brand visibility. AI keeps prospects moving through funnel with consistent brand-aligned messaging.
• DOPE MarketingcoreGTM or Marketing PartnerAlivo recommends DOPE Marketing as a go-to solution for contractors generating leads with yard signs, direct mailers, and hyper-targeted advertising. Alivo customers enjoy $500 in DOPE credits. Every DOPE lead is immediately engaged by AI agents.
• Top RepcoreStrategic or Co-development PartnerAlivo partnered with Top Rep to bring sales coaching and exclusive AI tools to roofing companies. Top Rep members get access to Ace, a custom-built Alivo agent reinforcing Top Rep's proven sales strategies, objection handling, and quoting techniques.
• HireBusminorOthersAlivo recommends HireBus to contractors needing to grow teams quickly. HireBus specializes in recruiting, screening, and hiring top-quality talent for roofing and construction companies.
• RooflecoreTechnology or IntegrationAlivo partnered with Roofle to deliver AI-powered sales system connecting RoofQuote Pro instant quoting with Alivo's intelligent follow-up and sales automation. Every quote request is instantly worked by Alivo's agents.
• Roofing Contractors Association of Texas (RCAT)coreOthersAlivo partnered with RCAT to empower Texas roofers with cutting-edge AI solutions during heightened demand. RCAT members benefit from dedicated support, tailored onboarding, ongoing strategy sessions, and swift troubleshooting.
• Western States Roofing Contractors Association (WSRCA)coreOthersAlivo partnered with WSRCA to equip roofing businesses across the Western U.S. with AI tools streamlining operations and capturing more leads. Members receive specialized onboarding, localized automation strategies, and priority support.
• Midwest Roofing Contractors Association (MRCA)coreOthersAlivo partnered with MRCA to empower roofing companies across the Midwest with AI technology. MRCA members gain access to AI agents handling customer calls, qualifying leads, automating proposals, and supporting operational efficiency.
• Certified Contractors Network (CCN)coreOthersAlivo partnered with CCN to provide members with AI solutions enhancing customer engagement, increasing close rates, and driving predictable growth. CCN members benefit from hands-on onboarding and seamless integration with CCN-recommended systems.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Housecall Pro: Housecall Pro is a field service management platform for home service businesses with CRM, scheduling, and customer communication features. Already listed as an Alivo integration partner but competes indirectly via its own communication and automation tooling for the same contractor base.
• Cresta: Cresta provides AI-powered agent-assist and conversational AI for contact centers. Comparable to Alivo's speech and conversational AI capabilities, though Cresta serves large enterprise contact centers rather than SMB contractors.
• AccuLynx: AccuLynx is a roofing-specific CRM with production, estimating, and customer management tools. As Alivo's deepest CRM integration partner, it is also the most likely incumbent to absorb AI communication features natively, threatening Alivo's specialist layer.
• JobNimbus: JobNimbus is a CRM and workflow platform built specifically for roofing contractors. While currently an Alivo integration partner, it represents a competitive risk because any native AI agent features would bypass Alivo entirely within the same target vertical.
• ServiceTitan: ServiceTitan is a large field service management platform used across home services including roofing. As a broad incumbent serving the same end customers, it competes indirectly and could embed AI voice/chat agents natively across its installed base.
• PolyAI: PolyAI builds enterprise conversational AI voice agents for customer service and call deflection. Comparable to Alivo's underlying voice AI technology stack, though PolyAI focuses on large enterprise deployments rather than SMB contractors.

Direct peers

• Smith.ai: Smith.ai provides AI-powered virtual receptionist and call-answering services for SMBs. Comparable to Alivo's Lilly phone agent on AI call answering, 24/7 coverage, and lead qualification; differs in being horizontal across many SMB verticals rather than roofing-specific.
• Podium: Podium is a customer communication and AI messaging platform focused on local businesses and home service contractors. Directly comparable to Alivo in target market (roofing/HVAC/home services), in offering (AI-driven SMS, web chat, review generation), and in business model (vertical SaaS with similar pricing tiers).
• Bland AI: Bland AI is an enterprise AI voice agent platform for inbound and outbound calls. Directly comparable to Alivo's Lilly agent on the underlying technology and use cases (call answering, lead qualification), though Bland is horizontal and self-serve versus Alivo's vertical white-glove approach.

Emerging players

• CallRail: CallRail offers call tracking, analytics, and AI-driven conversation intelligence for SMBs including home services. Comparable to Alivo on call attribution and lead-source analytics, and increasingly on AI-driven follow-up and qualification features.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Alivo